Nvidia CEO says Taiwan is 'epicentre' of AI revolution
Yahoo Finance ·
Nvidia to spend $150 billion a year in Taiwan, 'epicentre' of AI revolution, says CEO Wen-Yee Lee Tue, May 26, 2026 at 9:52 PM CDT 1 min read NVDA TSM By Wen-Yee Lee TAIPEI, May 27 (Reuters) - Nvidia's CEO said on Wednesday the chip company plans to invest around $150 billion a year in Taiwan, terming it the "epicentre" of the AI revolution and predicting it will be the world's tech manufacturing hub for a long time. "Four years ago, five years ago, Nvidia was spending about $10, $15 billion dollars a year in Taiwan. Now we're spending $100, going to $150 billion dollars in Taiwan each year," Jensen Huang, chief of the $5 trillion chipmaker, said. Huang was speaking at a launch celebration in Taipei for the chip company's planned Taiwan headquarters, which he said will break ground this year and aims to become operational in 2030. He did not provide a timeframe for the number of years the company plans to invest $150 billion. The Taiwan headquarters will bring Nvidia closer to TSMC, the world's largest contract chipmaker which makes many of the advanced semiconductors powering the trend towards AI and is a major supplier to the U.S. tech company. "Taiwan is booming," Huang said on stage at the celebration which was attended by his parents, wife, daughter and son in addition to around 1,000 employees. "Taiwan is the epicentre of the AI revolution. This is where the chips come, packaging comes, this is where the systems are made, this is where AI supercomputers were created. The number of partners we work with here in Taiwan, incredible." (Reporting by Wen-Yee Lee in Taipei; Editing by Anne Marie Roantree and Muralikumar Anantharaman)
AI 시장 분석
Nvidia CEO Jensen Huang stated that Taiwan is the 'epicentre' of the AI revolution and will remain the world's technology manufacturing hub for a long time. Nvidia plans to establish its Taiwan headquarters, with groundbreaking this year and operations targeted for 2030.
상승 영향
- AI — The statement that Taiwan is the 'epicentre' of the AI revolution signifies sustained growth in demand for AI technologies and services, accelerating innovation and boosting related companies.
- Semiconductors — Taiwan's designation as a key manufacturing hub for the AI revolution will drive surging demand for AI chips, positively impacting production and technological development for Taiwan-based semiconductor firms like TSMC.
- Taiwanese Economy — Nvidia's plan for a Taiwan headquarters and the emphasis on Taiwan as a long-term technology manufacturing hub are expected to attract further investment and create employment across the broader Taiwanese economy.
- Technology Hardware Manufacturing — As Taiwan emerges as the core manufacturing hub for the AI revolution, demand and production for AI-related servers, components, and equipment across the technology hardware manufacturing industry will significantly increase.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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